Modify Forecast category percentage

Smart CRM & Sales Hub Sales Hub Tools
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1

Hey,

I created some custom values for forecast category.

How can i attribute a percentage to them?

Then i want to be able to see in the “weighted forecast category” report.

For example is it possible to say best case = 30%

we seem to be able to do it with deal stages, but i want a forecast based on the “forecast category” property, not on the deal stage

2

Hello, @dmattauch thank you for posting in our Community!

Currently, it’s possible to manually update the forecast category for an individual deal from the deal record. I want to share this knowledge base with more information here.

And invite our top experts to this conversation @Bryantworks @HubSpotMaster @SNigam any recommendations to @dmattauch matter?

Thank you,

Pam

3

Hey @PamCotton thank you.

But i’m still confused. if i create a value for a sales forecast ategory, how do i assign a percentage to it?

let’s say i define my own category “category 3” and i want this to be around 40% close probability.

Is this possible?

Thanks